7630 results found
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8 votes
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Custom indents for text & lists
Custom indents for text & lists
8 votes -
Ability to set date field validation (any, future, past) from PDF via API
Using your api we upload a pdf with fields that are set automatically, it would be useful to set the date field to accept only future dates. Using your UI we can manually do that when creating a document from a template via API, but there is no specific syntax to do it via the PDF in the API.
8 votes -
Option for pop-up before deleting completed document
Would it be possible to get a pop up created for when you select a delete button asking if you're sure you want to delete? We do have this when creating and deleting blank templates, but it would be nice to have for when we have a signed agreement. The "Delete" and "Print" buttons are right next to each other and it's easy to miss-click and I have lost a completed agreement because of this.
8 votes -
Reporting feature in API
Reporting feature in API
get a complete data dump of all of our instances documents details with audit trails, trying to perform some analytics of speed of signing
8 votes -
Ability to delete columns in the pricing table if any of the columns is restricted.
Ability to delete columns in the pricing table if any of the columns is restricted.
8 votes -
[Pricing Table] Section Subtotal Variable or Token
I would like to have variables for the subtotals of each section of a pricing table.
8 votes -
Changing tab order
It would be nice to change the tab order on a document. Like when you are tabbing through the different fields to input information.
8 votes -
Ability to have multiple primary signers in Forms
Ability to have multiple primary signers in Forms - meaning, if you have set a secondary recipient (but haven't pre-assigned a person to it), the primary signer does not have to enter the information (email address/first name/last name) for the secondary recipients.
8 votes -
copy tables with formating
Ability to copy and paste tables from third-party applications, like Google Sheets or Microsoft Excell, without losing formatting.
8 votes -
Ability to edit Quote Builder block via mobile app
Ability to edit Quote Builder block via mobile app
8 votes -
Mass Update Catalog Pricing by Percentage
Mass update of Catalog items price by percentage. Per client- "with the fast rate of inflation we’ve noticed what a pain it has become continuously updating product prices.
It would be a great feature to be able to increase the cost buy ( example 8%) rather than have to calculate 8% and enter that individually. Also if you could tick/highlight multiple products and add 8% that would be amazing. I am having to amend out catalog on a monthly basis at the moment and there is over 150 products to go through"
8 votes -
Ability to copy forms into another workspace
It would be helpful to be able to copy forms into other workspaces.
8 votes -
drag content blocks between pages easily
drag content blocks between pages easily
8 votes -
Customize Start / Finish button text
We'd like the ability to customize the button text. For example "Submit Contract" or "Accept".
8 votes -
Report to view documents collaborators are on
Being able to run a report to view all of the documents there are collaborators on.
8 votes -
View-only form: only create a sequenced form (document) if the client signs the form
Disable creation of documents when a form is only used for viewing.
8 votes -
Smart Content to Support Drop-down values from variables
For the Smart Content to pull drop-down variable values once the latter gets implemented.
8 votes -
Bulk print multiple docs
My workflow involves making hard copies of multiple similar documents at around the same time -- current PandaDoc process involves opening and printing each one individually.
8 votes -
Approval Workflow for non-pricing conditions
Can we set up an approval process for non-pricing related things? For example, if a contract payment term is different than the default? Etc,
What happens is that from time to time there are payment terms that differ from what our MSA would normally say. These terms need to go through an approval process through our managers. Right now, it looks like the only workflow/approval that you have is through pricing discounts. Is there a way to send it to a workflow based on delayed payments/differing payment terms (other than upfront), special contract start dates, etc.?
8 votes
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